HARMONY ASSET MANAGEMENT LLC — 13F holdings

HARMONY ASSET MANAGEMENT LLC reported 197 holdings worth $398M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $24.0M (6.0%)
2. AAPL APPLE INC — $22.9M (5.7%)
3. CBOE CBOE GLOBAL MKTS INC — $20.3M (5.1%)
4. VRIG INVESCO ACTIVELY MANAGED EXC — $19.4M (4.9%)
5. GOOGL ALPHABET INC — $16.7M (4.2%)
6. MSFT MICROSOFT CORP — $13.6M (3.4%)
7. AMZN AMAZON COM INC — $11.7M (2.9%)
8. LLY ELI LILLY & CO — $10.9M (2.7%)
9. FLDB FIDELITY MERRIMACK STR TR — $10.7M (2.7%)
10. PANW PALO ALTO NETWORKS INC — $8.72M (2.2%)